Revenue reports help you evaluate the financial position of your organisation. The multiple report types included in this category provide several ways to view revenue information. You can view summary reports for all revenue, or you can view information for specific revenue types, such as pledges or recurring gifts. You can view the breakdown of your nominal ledger accounts, and information about posted revenue and adjusted revenue.
Many revenue reports use queries in order to select specific records to include in the report. For more information about queries, refer to Query.
When you generate a report, you can use the toolbar buttons to modify how you view the report. The toolbar buttons are common to all reports.
For more information about the report toolbar, refer to Report Toolbar.
Giving Detail Group/Household Report
Matching Gift Claim Summary Report
Recurring Gift Missed Payments Report
Revenue Annual Statement Report
Revenue by Payment Method Report
Revenue Recognition Credits Report
Tax Claim Breakdown Detail Report
Tax Claim Breakdown Summary Report
Control Report for Paperless Mandate Instruction Processes
Exception Report for Generate Payments Processes